Financial & Policy Research Insights

CFRA's latest macro report highlights growing recession risks in 2025 due to tariff escalation, inflation concerns, and weakening consumer confidence.

This exclusive Washington Analysis call explored the Trump administration’s food policy priorities, featuring an experienced regulatory attorney.

Tariffs, private credit innovation, and ETF fee wars are reshaping the 2025 landscape—get the latest insights from CFRA’s experts in this exclusive video.

This thematic report analyzes the financial and operational risks facing Apple and the broader tech hardware sector in the wake of new tariffs, including insights on supply chain strategies and exemption potential.

This research highlights the best and worst performing ETFs following the April 2025 reciprocal tariff announcement, offering insights into sector and country exposures and the likely policy and market outcomes.

Alphabet’s $32B acquisition of Wiz highlights the growing importance of cloud-native security—and raises new questions about competition in the cybersecurity sector.

This research explores how potential PBM reform, IRA implementation, and pricing policy shifts may provide moderate tailwinds for retail pharmacy chains like CVS, WBA, and RiteAid in 2025.

The markets have spoken—are you listening? We expect 2025 to continue to be a...

The annual rebalancing of the largest U.S. dividend ETFs has resulted in notable sector divergences, especially with SCHD’s increased exposure to Energy. This report examines how these shifts may shape ETF performance in 2025.

This special report analyzes how tariffs have historically impacted stock market trends, revealing that while they create volatility, they rarely cause major trend reversals according to Lowry’s technical indicators.